Setting options for claims

This activity allows you to set options for claims. You can also select the category of parameters for which the user intends to set the option, as search criteria. The parameters defined for the category and the permitted values of the parameter are displayed in the multiline.

Select the “Set Options” link under the “Claims” business component.

The “Set Options” page appears.

The system displays the following field:

Date Format

The format in which the date field is displayed. This format is displayed from the "User Preferences" business component based on the login user id. In case the format is not defined, the system displays the date format from the "Enterprise Modeling" business component by default.

Enter the following details in the “Default Numbering Options” group box:

Numbering Type for Auto Replacement PO

Use the drop-down list box to specify the numbering type for automatic purchase order generation for replacement of parts. The system lists all the “Active” numbering types defined for the “Purchase Order” transaction in the “Create Numbering Type” activity of the “Document Numbering Class” business component.

The system displays the default numbering type defined for the login OU.

Numbering Type for Claim

Use the drop-down list box to specify the numbering type for claim. The system lists all the “Active” numbering types defined for the “Claim” transaction in the “Create Numbering Type” activity of the “Document Numbering Class” business component.

The system displays the default numbering type defined for the login OU.

Enter the following details in the “Search Criteria” group box:

Category

Use the drop-down list box to select the category of parameters for which the user intends to set the option. The system lists the following values:

Claim
Agreement Types and Priorities
Special Warranty Mandate Options

By default, the system leaves the field blank.

The system displays the following details in the “Search Results” multiline:

Category

The category of parameters for which the user intends to set the option.

Parameter

The parameter defined for the category. The system displays the parameter values based on the category selected.

If the category is “Claim”, the system displays one of the following values:

- Auto PO for Part Replacement Claims – Indicates that the purchase order is generated automatically on claim acceptance in the “Process Claim” page, if the “Claim Remedy” in the claim document is set as “Part Replacement”.
- Status of Auto Part Replacement PO – Indicates the status of the purchase order that is generated on claim acceptance.
- Enforce Warranty Claim document for Under Warranty Repairs - Indicates whether the warranty claim number must be entered or not in the “Create Repair Order” or “Edit Repair Order” page of the “Repair Order” business component, if the “Under Warranty” field is set as “Yes”.

If the category is “Agreement Types and Priorities” the system displays one of the following values:

- Purchase Order
- Repair Order
- Part Warranty Agreement
- Component Warranty Reference
- Aircraft Warranty Agreement

If the category is “Special Warranty Mandate Options” the system displays the following values:
- Warranty terms for Purchase Order
- Warranty terms for Repair Order
- Min. std. cost for Non-Components to mandate warranty terms in Purchase Order
- Min. std. cost for Non-Components to mandate warranty terms in Repair Order

Permitted Value

The permitted value for the parameter. The system displays the following options for different parameter values:

Enter ‘0’ for ‘Not Required’, ‘1’ for ‘On Accept’, if the parameter is “Auto PO for Part Replacement Claims”.

1. “Not Required” indicates that purchase order generation is not required if “Claim Remedy” is set as “Part Replacement”.
2. “On Accept” indicates that the purchase order is generated on Claim Acceptance.

Enter '0' for 'Not Applicable', '1' for 'Fresh', '2' for 'Open', if the parameter is “Status of Auto Part Replacement PO”.

1. Not Applicable – Indicates that the status of PO is not applicable.
2. Fresh indicates that the PO must be generated in “Fresh” status.
3. Open indicates that the PO must be generated in “Open” status.

Enter '0' for 'Non-Mandatory', '1' for 'Mandatory', if the parameter is “Enforce Warranty Claim document for Under Warranty Repairs”.

1. Non-Mandatory - Indicates that the warranty claim number need not be entered in the “Create Repair Order” or “Edit Repair Order” page of the “Repair Order” business component, if the “Under Warranty” field is set as “Yes”.
2. Mandatory - Indicates that the warranty claim number must be entered in “Create Repair Order” or “Edit Repair Order” page of the “Repair Order” business component, if the “Under Warranty” field is set as “Yes”.

Enter '0' for 'Not Applicable', '1' or '2' or '3' or '4' or '5' for 'Applicable and Priority', against all the parameters available under the category “Agreement Types and Priorities”.

1. Not Applicable - Indicates that the agreement type is not applicable for the claim.
2. Applicable and Priority - Indicates that the agreement type is applicable for the claim document and the number denotes the priority assigned for the agreement type.

Enter value between 0 to 9999 in USD against the parameters “Min. std. cost for Non-Components to mandate warranty terms in Repair Order” and “Min. std. cost for Non-Components to mandate warranty terms in Purchase Order” available under the category “Special Warranty Mandate Options”.

Enter '0' for 'Non-Mandatory', '1' for 'Mandatory', if the parameter is “Warranty Terms for Purchase Order” or “Warranty Terms for Repair Order” under the category “Special Warranty Mandate Options”..
1. Non-Mandatory - Indicates that the warranty terms need not be entered in the “Create Purchase Order”, “Edit Purchase Order”, “Create Repair Order”, or “Edit Repair Order” page of the “Purchase Order” or “Repair Order” business component respectively.
2. Mandatory - Indicates that the warranty terms must be entered in the “Create Purchase Order”, “Edit Purchase Order”, “Create Repair Order”, or “Edit Repair Order” page of the “Purchase Order” or “Repair Order” business component respectively.

Enter the following:

Value

The value “0” or “1” is entered based on the Permitted Value. (Integer). This field must not be left blank.

Note: Ensure that the value entered against the parameter “Status of Auto Part Replacement PO” is 0, if the value specified against the parameter “Auto PO for Part Replacement Claims” is 0.

Note: Ensure that the value entered against the parameter “Status of Auto Part Replacement PO” is 1 or 2, if the value specified against the parameter “Auto PO for Part Replacement Claims” is 1.

Note: If a value other than ‘0’ is set for the parameter under the category '”Agreement Types and Priorities”, then ensure that the value is not duplicated.

Note: If the value ‘0’ is set for any of the parameters under the category '”Agreement Types and Priorities”, ensure that the value set for the remaining parameters is lesser than or equal to the total number of agreement types applicable for the claim.

The system displays the following:

Status	The status of the parameter, which may be “Defined” or “Not Defined”. The status of the specific parameter is “Defined”, if you have entered a value for the parameter in the “Value” field.
Error Message	A description of the error message, if no Permitted Values and no other values are entered in the “Value” field.

Note: When the correct values are entered in the Value field and the page is refreshed, the “Error Message” field no longer displays a message.

Click the “Set Options” pushbutton to set the options.

The system displays the following details in the “Record Statistics” group box:

Last Modified by	The name of the user who last modified the options.
Last Modified Date	The date on which the options were last modified.

Note: The system updates the login user as the Last Modified by and the system date as the Last Modified Date.